Compare · 4 funds side by side · dividends reinvested

FSML, DFAS, VO and IWF

FSMLFranklin Templeton×DFASDimensional×VOVanguard×IWFiShares×

Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$15,892IWF · best of the four

02 / 04

FSML, DFAS, VO and IWF, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard Morningstar Mid-Cap ETFUS Stock Styles · Mid cap0.03%1.35%+13.6%+15.6%+18.8%+6.8%−8.2%13.1%$103B1.8

Dimensional - US Small Cap ETFUS Stock Styles · Small cap0.30%1.00%+16.1%+20.9%+17.5%+7.0%−9.4%15.9%$33.7B2.1

iShares Russell 1000 Growth ETFUS Stock Styles · Growth0.18%0.38%−2.5%−2.2%+19.8%+9.7%−14.6%19.5%$115B2.6

Franklin Small Cap Enhanced ETFUS Stock Styles · Small cap0.45%0.51%+18.4%[…][…][…][…][…]$146M2.7

Rank among the four1st → 4thFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 9, 2026 · returns include dividends · since: FSML 2025 · DFAS 1992 · VO 2004 · IWF 2000

Head to Head

Swap sides Versus in desk

Head to Head

Vanguard Morningstar Mid-Cap ETF · $103B$13,867

FSML

Franklin Small Cap Enhanced ETF · $146M[…]

$10,000 five years ago, dividends reinvested · they hold 0.0% in common

VOMeasureFSML

+13.6%Year to dateJan 1 → Nov 9+18.4%

+15.6%1 yearTotal return[…]

+18.8%3 years · per year$10,000 became $16,763 · […][…]

+6.8%5 years · per year$10,000 became $13,867 · […][…]

0.03%Expense ratio$3 · $45 a year on $10k · lower is better0.45%

1.35%Trailing 12-mo yield$135 · $51 a year on $10k0.51%

−8.2%Worst dropSmaller is better[…]

13.1%VolatilityLower is calmer[…]

VOFSML Winner of the row, in its colourEach row: the bigger of the two fills its side

2–1VO wins

End-of-day Nov 9, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

VO vs FSML: Top 5 Holdings

Today

5.3%in top 5

FSML

in top 57.1%

VOStockFSML

not top 5BOX1.6%

not top 5HNGE1.4%

not top 5EXPO1.4%

not top 5VLY1.3%

not top 5JXN1.3%

1.1%NETnot top 5

1.1%VLOnot top 5

1.1%MPCnot top 5

1.0%PSXnot top 5

1.0%PWRnot top 5

Held in common0.0%

End-of-day Nov 9, 2026 · share of each fund

VO vs FSML Returns, Every Period

VanguardVO

+15.6%

past year

FSMLFranklin Templeton

[…]

past year

VOFSMLFaded: behind in that period

0–1FSML wins

End-of-day Nov 9, 2026 · dividends in · faded = behind in that period

VO vs DFAS

YTD

VanguardVO

+13.6%

DFASDimensional

+16.1%

+13.6%Year to date+16.1%

−8.2%Worst drop · 1Y−9.4%

13.1%Volatility · 1Y15.9%

1.4%Yield1.0%

$103BAssets$33.7B

3–1VO wins

End-of-day Nov 9, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: FSML, DFAS, VO, IWF

Today

0.03%lowest, VO

FundExpense ratioFee$10k

VO0.03%$3

IWF0.18%$18

DFAS0.30%$30

FSML0.45%$45

End-of-day Nov 9, 2026 · fee on $10,000 a year

Yields: FSML, DFAS, VO, IWF

1.35%highest, VO

FundTrailing yieldYield$10k

VO1.35%$135

DFAS1.00%$100

FSML0.51%$51

IWF0.38%$38

End-of-day Nov 9, 2026 · trailing 12-month yield

Income After Fees on $10,000

$132most kept, VO

VO$135 − $3 = $132

DFAS$100 − $30 = $70

IWF$38 − $18 = $20

FSML$51 − $45 = $6

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee

Overlap: FSML, DFAS, VO, IWF

Today

13.7%most shared, FSML and DFAS

FSMLDFASVOIWF

FSML—13.7%0.0%0.0%

DFAS13.7%—0.1%1.4%

VO0.0%0.1%—9.2%

IWF0.0%1.4%9.2%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 4 ETFs

+20.9%DFAS, at 15.9% volatility

VOWorst drop−8.2%13.1% vol

DFASWorst drop−9.4%15.9% vol

IWFWorst drop−14.6%19.5% vol

FSMLWorst drop[…][…]

End-of-day Nov 9, 2026 · up and left is better

Paid More vs Made More

YTD

VOFSML

+13.6%Year to date+18.4%

1.4%Yield0.5%

+15.6%Past year[…]

0.03%Fee0.45%

2–1VO wins

End-of-day Nov 9, 2026

Popular Pairs Near These Four

VUG vs SCHG

YTD

VanguardVUG

+4.2%

SCHGSchwab

+4.8%

+4.2%Year to date+4.8%

0.03% · $3Fee · on $10k a year0.04% · $4

$233BAssets$59.7B

1–1level

End-of-day Nov 9, 2026

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026